Ignite Planners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$941,775,371
Total clients
3,705
9% high-net worth
Total advisors
36
of 36 employees
Firm size
Multi Team
Average clients per advisor
103
Average account size
$254,190
Client services
Fee options
Flat fees up to $50,000 for Financial Planning & Consulting services; retainer not to exceed $1,200 if services cannot be rendered within 6 months.
Up to 2.00% annually for Asset Management services
Representatives may receive commissions from sale of securities, including mutual fund trail fees.
Up to $500 per hour for Financial Planning & Consulting services.
Performance-based fees up to 20% of net profits quarterly, charged only to Qualified Clients with at least $1,100,000 under management or net worth of at least $2,200,000.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Ignite Planners LLC
109 E. Escalones
San Clemente CA 92672, United States
Number of offices
8
Advisors at this firm
Stephen S
Series 65
San Clemente, CA
Ignite Planners LLC
Joel S
Series 63, Series 66
San Clemente, CA
Ignite Planners LLC
Conner T
Series 65
South Jordan, UT
Ignite Planners LLC
Gregory C
CFP®, Series 63
San Clemente, CA
Ignite Planners LLC
Maureen T
CFP®, Series 63
San Clemente, CA
Ignite Planners LLC
Charles C
CFP®, Series 63, Series 65
Irvine, CA
Ignite Planners LLC
Leonard M
CFA®, Series 66
San Clemente, CA
Ignite Planners LLC
Kenneth J
Series 63, Series 65
San Clemente, CA
Ignite Planners LLC
Jaxson A
Series 65
San Clemente, CA
Ignite Planners LLC
David A
Series 63, Series 66
South Jordan, UT
Ignite Planners LLC
Andrew T
Series 65
San Clemente, CA
Ignite Planners LLC
Gavin F
Series 65
Tremonton, UT
Ignite Planners LLC
Andrew L
CFP®, Series 66
Corinth, MS
Ignite Planners LLC
Jimmy L
Series 65
San Clemente, CA
Ignite Planners LLC
Hunter J
Series 65
San Clemente, CA
Ignite Planners LLC
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